Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ROYCE SMALL CAP TRUST INC (RVT)

182 + Investors. Track Smart Money conviction in RVT. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -4
Streak
1Q ▼
Buyers last Q
56%

Smart Money Signals — RVT

Based on 182 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their RVT positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (98% of max)

98% of all-time peak
182 hedge funds hold RVT right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +6% more funds vs a year ago

fund count last 6Q
+10 new funds entered over the past year (+6% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 56% buying

98 buying76 selling
Last quarter: 98 funds bought or added vs 76 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~21 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 26 → 25 → 25 → 21. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

65% of holders stayed for 2+ years

■ 65% conviction (2yr+) ■ 19% medium ■ 16% new
118 out of 182 hedge funds have held RVT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~21 new funds/quarter

18 → 26 → 25 → 25 → 21 new funds/Q
New funds entering each quarter: 26 → 25 → 25 → 21. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 65% of holders stayed 2+ years

■ 65% veterans ■ 12% 1-2yr ■ 23% new
Of 182 current holders: 119 (65%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 52% AUM from top-100 funds

52% from top-100 AUM funds
12 of 182 holders are among the 100 largest funds by AUM, controlling 52% of total institutional value in RVT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: RVT

How many hedge funds hold RVT — quarterly history vs. share price
Quarterly hedge fund ownership of RVT vs. share price

Market Analysis: RVT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: RVT

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

16 top-rated funds 0 high-conviction
Consensus
5.3
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: RVT
2026 Q1 Stats Unlock in 11 days 182 + Investors

Track Smart Money conviction in RVT. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 182 186 -2.15%
13F Shares 35M 34M 1.42%
Total Value $563M $555M 1.45%
New Positions 21 25 -4
Increased Positions 77 78 -1
Closed Positions 25 16 +9
Reduced Positions 51 41 +10
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: RVT

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Financial Highlights

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Institutional Holders (2026 Q1)

182 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in RVT. Verified SEC 13F-HR filings.

Top 25 institutional holders of RVT — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Altium Capital Management LLC 7.61% 192,509 $3.2M
2 Paller Financial Services Inc 4.24% 308,877 $5.1M
3 Cypress Capital Management LLC (WY) 3.33% 216,884 $3.6M
4 Waterfront Wealth Inc. 1.72% 564,561 $9.4M
5 Advisory Advocates, LLC 1.28% 79,841 $1.3M
6 WJ Financial Advisors LLC 1.03% 77,025 $1.3M
7 Z3 Capital Partners, LLC 0.72% 186,632 $3.0M
8 Comprehensive Money Management Services LLC 0.71% 65,470 $1.1M
9 Samalin Investment Counsel, LLC 0.66% 112,755 $1.9M
10 PMG Family Office LLC 0.60% 32,513 $540K
11 Stolper Co 0.57% 13,843 $2K
12 KENNEDY INVESTMENT GROUP, INC. 0.53% 82,083 $1.4M
13 Delta Wealth Advisors LLC 0.52% 40,866 $678K
14 Alexander Randolph Advisory, Inc. 0.49% 34,537 $573K
15 Bay Rivers Group 0.36% 51,425 $854K
16 Accel Wealth Management 0.33% 77,074 $1.3M
17 David J Yvars Group 0.26% 28,164 $458K
18 Harbour Wealth Management Group, Inc. 0.24% 19,545 $324K
19 TrueMark Investments, LLC 0.24% 74,571 $1.2M
20 SIERRA OCEAN, LLC 0.24% 17,377 $288K
21 ROTHSCHILD INVESTMENT LLC 0.21% 240,212 $4.0M
22 WHITENER CAPITAL MANAGEMENT, INC. 0.20% 53,292 $885K
23 Abel Hall, LLC 0.19% 55,000 $913K
24 VISTA INVESTMENT PARTNERS II, LLC 0.18% 23,736 $394K
25 1776 Wealth LLC 0.17% 26,783 $445K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — ROYCE SMALL CAP TRUST INC (RVT)

What does the Smart Money Trend signal show for RVT?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their RVT positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for RVT?

Slight buying edge — 56% buying: Last quarter: 98 funds bought or added vs 76 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for RVT holders?

Elite ownership — 52% AUM from top-100 funds: 12 of 182 holders are among the 100 largest funds by AUM, controlling 52% of total institutional value in RVT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held RVT?

65% of holders stayed for 2+ years: 118 out of 182 hedge funds have held RVT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.